I wanted to post a win today. Just closed my second high ticket client this week since joining the community. Using the systems. following the plan. Doing the work!

If you’re struggling to get consistent quality leads, try this simple framework today: Step 1 – Niche Your Message Pick ONE audience you want to serve (contractors, real estate agents, salon owners, etc). Leads multiply when your messaging is specific. Step 2 – AI Content Shortcut Use ChatGPT to create a “Top 3 Tax Mistakes [Your Niche] Makes” post. Don’t overthink it — just pick a niche, ask AI to generate the bullet points, then rewrite in your voice. Step 3 – Call-to-Action At the end of the post, add: 👉 “If you want me to review your books/taxes for hidden savings, DM me ‘Review.’” Step 4 – Post It Everywhere Drop it on LinkedIn, Facebook, IG — and inside niche Facebook groups. Consistency wins. 🔥 Bonus: Track which platform gives you the most engagement, then double down there. 👉 Challenge for this week: Create ONE niche-specific post using AI, share it, and drop the link back here so we can all support each other.

Family, let’s talk about something real: AI is changing our industry FAST. The Reality is: ✅ Bookkeeping → HIGH AI Risk AI is already categorizing transactions and reconciling accounts. That means the “data entry” side of bookkeeping is getting wiped out. But business owners still need humans to fix cleanups, explain reports, and connect the numbers to real decisions. ✅ Tax → MEDIUM to LOW AI Risk Yes, AI can handle simple W-2 returns. But when it comes to strategy—like saving a client $20K+ with the right entity choice, maximizing deductions, or handling the IRS—AI can’t replace you. That’s where the money and value are. ⚡ What this means for you: - If you’re just starting out → learning taxes is the smartest entry point. There will ALWAYS be demand for people who understand the code and can explain it in plain English. - If you already have clients → you need to move beyond compliance into strategy + advisory if you want to stay ahead of AI and charge premium fees. 👉 That’s why I built the Pro Community. Inside we cover BOTH: - Beginners: Step-by-step on how to start in taxes the right way. - Growth-Minded Pros: How to future-proof your firm with advisory, CFO insights, and tax strategy. If you’re serious about building a career in this field—whether you’re brand new or scaling up—Pro is where you’ll learn how to do it right and not get left behind by AI. 👉Join Pro Community

Looking to sharpen your tax and accounting skills? You’re in the right place! In this section, you’ll find strategies, tips, and discussions on: • Tax planning techniques. • Accounting workflows and best practices. • Client management strategies. Got a question or insight? Post it here! Let’s learn and grow together